Author Archives: Greytrix

Define Daily and Monthly rate type in Sage X3

Sage X3 is most powerful business management process offered by Sage. Sage X3 manages all critical business functions in any business process. Sage X3 offers multi-currency functionality enabling businesses to handle different currencies within your accounting system. Also having multi-currency feature in Sage X3 ERP benefit your organization in many ways. With the Multi-Currency support,user… Read More: Define Daily and Monthly rate type in Sage X3 »

How to solve formatting issue in V12 using “Break After”

In earlier version of Sage X3 (before V12), whenever there was any requirement from client to add custom fields on standard transaction/master screen, developer has to select the position and block in which it will be displayed and has to place those fields by giving specific numbering to it. But most of the time, developer… Read More: How to solve formatting issue in V12 using “Break After” »

Restriction on WO Close unless Quality Transaction is clear

As you all know in Sage X3, Users can close any Work Order after Production Tracking by using WO Close screen. But one of our client wanted to restrict that WO Close functionality until that particular Work Order is Completely Tracked and Quality Control Transaction is done. Now we will see both the conditions one… Read More: Restriction on WO Close unless Quality Transaction is clear »

How to store CLOB variable data to the table through webservice

CLOB stands for Character Large Object, CLOB stores large amounts of character data ,up to 4GB in size. CLOB data may be very large, some database management systems do not store the text directly in the table. Instead, the CLOB field serves as an address, which references the location of the data. New Stuff:- How… Read More: How to store CLOB variable data to the table through… »

How to increase no. of characters in Line text entry using import template

Sometimes, it happens we need to insert description for particular line in any transaction using import template and the standard just allows limited text in line text entry like for around 194 characters. We can increase this number of characters by doing few changes in import/export template of that particular transaction. Consider example for a… Read More: How to increase no. of characters in Line text entry… »

Payment & Prepayment deletion through the custom button from Sales Order

In Sage X3, we are working on payment integration from x3 to the third party payment gateway. Here, we are doing sale/auth/refund/void transactions on the client’s payment gateway through Sales Order/Invoice transactions from X3. Here, we will provide prepayment & payment deletion functionality through the void button. New Stuff:- How to change the LOT’s expiration… Read More: Payment & Prepayment deletion through the custom button from Sales… »

How to change the LOT’s expiration date (for multiple sites) in Sage X3

In some business scenario customer wants to change the expiry date when product exist in multiple sites, of the existing Lot numbers of its existing stock, and they were hunting for a solution which could help them with this. A lot number is an identification number assigned to a particular quantity or lot of material from a… Read More: How to change the LOT’s expiration date (for multiple sites)… »

How to enable serial number field in sales invoice screen in Sage X3

A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they’ve provided to a client, when the services were rendered and how much money the client owes the business. Typically, a sales invoice will include a description of the service provided, the… Read More: How to enable serial number field in sales invoice screen… »

How to Set Notes for Customer in Sage X3

There are many situations where user need to set up the important information or messages for specific customer in ERP. Now Sage X3 is also provide the provision of setting up the messages or notes for specific customer which will further reflect in to sales document. Today in this blog we will discuss how user… Read More: How to Set Notes for Customer in Sage X3 »

Manual Remittance Entry in Sage X3

In this blog post, we will discuss how to create manual remittance entries in Sage X3. As we all know, in Sage X3, payments can be done against invoices that are generated from Purchase Invoice and Supplier BP invoice from the AP-AR accounting module. Payments transactions are created bank-wise as per the selected supplier/vendor. Payments… Read More: Manual Remittance Entry in Sage X3 »